Individual Solutions
At Prometheus Private Advisory Group, our network of financial advisors implement a holistic financial planning approach for individuals and their families. They’ll use customized insurance and investment strategies to do everything from making sure you exceed your retirement goals, to keeping more of your hard-earned money away from the taxman!
Ultimately, it comes down to one question:
What’s important to you?
One size fits all pretty much only works when it comes to mittens.
That’s why the advisors you are connected to will take the time to dive deep, ask the right questions and figure out your unique priorities.
Better yet, they make financial concepts simple and understandable.
While financial health is serious, you can enjoy the process of making it even better. Maybe taking care of your entire family is at the top of your list or perhaps you’re focused on planning for retirement and growing your assets.
Some questions that we want to consider:
How much of your income goes to taxes?
We all pay taxes in a variety of ways, shapes, and forms. The obvious one is the tax on your income; it’s hard not to notice the chunk of your earnings deducted from every paystub or the tax bill you pay on behalf of your business. On top of that, there are the taxes you pay on everything you buy: GST, PST, transportation tax, alcohol tax and the list goes on.
Do you know how much of your actual income is going to taxes? Have you taken a look? Whatever the number is, wouldn’t it be sweet if it were lower? That’s where we can connect you to a professional. They can help to incorporate tax-saving strategies into your plan so that you can keep more of your hard-earned money.
Taking care of your family is important to you; we hear that. While, of course, your family depends on you in all sorts of ways, one of the most important of these is money. We know it’s not fun to think about, but if you weren’t around, how would you make sure your family was taken care of? Whether it’s your spouse, your parents or your children, we understand how much their wellbeing means to you.
That’s why the advisor you will be connected to will help you ensure that even in the worst-case scenario, you’re still able to do your part to provide for your family.
If you were to pass away tomorrow, what would that mean for your family?
How would you like
to change the world?
Most of us want to leave some kind of impact on the world but the question is how? One of our clients has a passion for education, so we helped them create more funding for their alma mater. Another had a special place in her heart for a health-based charity, so we helped her, and the charity, save more lives.
What about you? How do you want to change the world? A great advisor will ask questions and really listen to your answers in order to find out your passions and help you discover ways you can make a difference.
Are you protecting your most valuable asset: you?
What’s your most valuable financial asset? Maybe you’re thinking it’s your RRSP, your stock portfolio or even your house. The truth is, your most valuable financial asset is good old you. Yup, there is nothing that will generate as much return for you than you. That’s why protecting your ability to earn an income should be a top priority. All of those dreams and visions you have depend on making money.
Again, it’s not the most pleasant thing to think about, but what would happen if your income were to stop for some reason? The right advisor can help you make sure that no matter the circumstance, you stay on a steady, unwavering path towards completing those financial goals.
Looking for something else? See our other solutions.
Business Solutions
We can connect you to financial planners who specialize in working with incorporated business owners in BC with an expert focus on healthcare professionals, including physiotherapists, medical doctors and dentists.
Take your finances to the next level by combining investment, insurance, and tax planning.
Charity Solutions
You could say connecting charities and donors through our charitable planned giving program is kind of our thing. You can talk to advisors with a special designation for philanthropy wealth planning, the Master Financial Advisor in Philanthropy - the MFA-P.
They’re all about using our knowledge and financial tools to make our beloved Vancouver – and the world – a better place
